Create a template

Follow these steps if you are looking to create a checklist template for a recurring task:

1. Open a monday item or subitem.
2. Open the Smart Checklist view.
3. Click on the 3-dots menu.

4. Select either the “Manage templates” or “Import from a template” option.

   

5. Click on the “New template” button in the Manage templates pop-up.

   

6. Enter the name for your template and type in or copy-paste your checklist items. Please remember to use this formatting guide. 

7. Click “Save”.

   

8. You are all done after you see the confirmation pop-up “Template has been created successfully” 🚀.

   

📒 Note: Created templates are saved and available globally across all boards.